Convention 2018 Follow-Up

Thank you for attending and participating in PACB’s Convention 2018 – your commitment to community banking in Pennsylvania is truly appreciated!

Below, you will find a few housekeeping items to assist in wrapping up this year’s convention season. Take some time to browse through the sections below, fill out your evaluation forms, register for continuing education credits, download speaker presentations, and view some of the wonderful pictures captured during the week!

Thank you again for spending some time with us in Palm Beach, Florida. We hope that you took some valuable information back to Pennsylvania with you, had some fun along the way, and will be joining us for next year’s PACB Convention 2019 at The Broadmoor in Colorado Springs, Colorado!

Convention 2018 Speaker Presentations

Below you will find a number of speaker presentations from this year’s Annual Convention. Simply follow each link to download a pdf file of the desired presentation.

Pre-Convention Session – Thursday

Strategic Overview of Community Banking: Key Trends & Correlators to Success | Presented by: Jim Clarke, Principal, Clarke Consulting | Presentation PDF

General Sessions – Thursday

Ten Best Practices in CEO and Executive Succession Planning | Presented by: Alan Kaplan, Founder & CEO, Kaplan Partners | Presentation PDF

Strategies to Win the War | Presented by: Sean C. Payant, Ph.D., Chief Consulting Officer, haberfeld |
Presentation PDF

Strategies In Retail Banking | Presented by: Kevin Blair, President/CEO, NewGround | Presentation PDF

ICBA Washington Report – Friday

Independent Community Bankers of America | Presented by: Timothy K. Zimmerman, Chairman, ICBA; CEO, Standard Bank, PaSB | Presentation PDF

Concurrent Sessions – Friday

Directors’ Responsibilities for the Investment Portfolio | Presented by: Dan Stimpson, CPA, Senior Vice President – Strategic Solutions, Vining Sparks | Presentation PDF

Operations Centers – Optimizing Space for Greater Efficiencies | Presented by: Jim Caliendo, President & COO, PW Campbell | Presentation PDF

HR in the Board Room – What Executives and Directors Should Know | Presented by: Chet Mosteller, President, Mosteller & Associates | Presentation PDF

FinTech Threats & Opportunities – Navigating the FinTech Evolution | Presented by: Brent Biernat, SVP & Chief Marketing Officer, COCC | Presentation PDF

Ways Banks are Improving Efficiency and Performance | Presented by: Timothy Reimink, Managing Director, Crowe LLP | Presentation PDF

Director Breakfast – Saturday

Shareholder Engagement Matters: Tips and Strategies for Communicating Effectively | Presented by: Charles J. Ferry, Esquire, Co-Chair Financial Institutions Group, Stevens & Lee and David W. Swartz, Esquire, Shareholder, Co-Chair Financial Institutions Group, Stevens & Lee | Presentation PDF

Concurrent Sessions – Saturday

Developing Community Banking Leaders for Tomorrow | Presented by: Cami Ressler, Founder & CEO, Ressler Career & Business Solutions | Presentation PDF

Navigating Through A Fed Tightening Rate Cycle Different From All the Rest | Presented by: Frank Farone, Managing Director, Darling Consulting Group | Presentation PDF

Emerging Trends in Card Payments – From EMV and Tokenization to Digital Wallets and Beyond | Presented by: Matt Herren, Director of Payment Analytics, CSI | Presentation PDF

Current Expected Credit Losses (CECL) – Best Practices | Presented by: Ivan Cilik, CPA, Partner Auditing & Accounting Group, Baker Tilly | Presentation PDF

Aspire or Be Acquired | Presented by: Jeff Marsico, EVP, The Kafafian Group | Presentation PDF

Leveraging Lending and Investments for Nonprofits & Communities (LINC) | Presented by: Robin Myers, Vice President – Consumer Compliance and Outreach, The Federal Reserve Bank of Philadelphia and Tesia Lemelle, Partnership for Progress Program Manager, The Federal Reserve Bank of Philadelphia | Presentation PDF

CPE and CLE forms

Please follow the links provided below to download the CPE & CLE registration forms for PACB Convention 2018. Once completed, please return your form to Barbara Holbert, SVP-Strategy & Operations, via email (, fax (717.231.7445), or mail (PACB, 2405 N. Front Street, Harrisburg, PA 17110).

CPE Registration Form: PACB Convention 2018 CPE Registration Form

CLE Registration Form: PACB Convention 2018 CLE Registration Form

Evaluation Forms

Please follow the links provided below to download the evaluation forms for PACB Convention 2018. Once completed, please return your form to Barbara Holbert, SVP-Strategy & Operations, via email (, fax (717.231.7445), or mail (PACB, 2405 N. Front Street, Harrisburg, PA 17110).

Convention Attendee Evaluation: PACB Convention 2018 Attendee Evaluation Form

Spouse Evaluation: PACB Convention 2018 Spouse Evaluation Form



Submit Your Photos!

If you would like to share your photos from your time in Palm Beach, Florida with the PACB staff – and for potential inclusion in the PACB Convention 2018 Year Book – you may send them to Eric Kovac, Communications Director, at

We are looking for pictures from your time spent at our events in the exhibit hall, around town, at the beach, and on the PACB-offered tours. We look forward to seeing your great shots!


If you have any questions about any of the items above, please do not hesitate to contact the PACB office at 717.231.7447 – we would be happy to assist you.